Wealth Management Associate - Investment Advisor Track

Adun Group; Birmingham; Hybrid; GBP 19,000 - 26,000; Full time

Job summary

Adun Group in Birmingham is seeking a motivated Investment Advisor as part of a structured training scheme. You will support the branch while gaining exposure to wealth management and financial services.

The role emphasises independent study, learning the systems and processes, and completing the CISI Masters in Wealth Management within 36 months. Permanent, full-time position with a salary in the 25k–35k range.

Qualifications

• Leadership demonstrated via sports or responsibilities.
• Strong written and verbal communication.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.
• Organized and efficient.

Responsibilities

• Develop proactive, independent approach to studying and build commercial awareness.
• To become an effective and willing team member.
• To learn and understand the systems and processes associated with The Firm.
• To learn and understand about the products and service we provide to our clients.
• To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Skills

Leadership

Communication

Financial services understanding

Attention to detail

Organized

Team player

Education

CISI Masters in Wealth Management

Job description

Adun Group in Birmingham is seeking a motivated Investment Advisor as part of a structured training scheme. You will support the branch while gaining exposure to wealth management and financial services.

The role emphasises independent study, learning the systems and processes, and completing the CISI Masters in Wealth Management within 36 months. Permanent, full-time position with a salary in the 25k–35k range.